Steven Van Metre
Steven Van Metre, CFP™, is a notable financial planner, portfolio manager, and President of Steven Van Metre Financial. Steven has more than 20 years of experience in the financial services industry, including the design and management of macro strategies. He has coached many people through to a completely successful retirement. An educator and influencer in the macro investing world, he is sought by peers for advice and conducts webinars to educate other advisors on annuities and real-world expectations from them. In addition to managing portfolios, he is also one of the top annuity agents in the United States. His approach to utilize annuities as part of income planning helps clients find the right annuities with the highest contractual guarantees to lock-in retirement income for life.
Steven Van Metre Professional Experience / Academic History
Professional Experience
-
Founder and President
Academic History
-
B.A., Business Administration and Management
EXPERTISE & CAREER
Steven regularly follows a range of economists to keep pace with changes in the marketplace.
He specializes in retirement income strategies and the direct management of client assets.
His process helps people understand what their retirement will look like, and what they need to do to make their retirement goals come true.
His approach to utilize annuities as part of income planning helps clients find the right annuities with the highest contractual guarantees to lock-in retirement income for life.
He has a YouTube show with over 180,000 subscribers around the globe who tune in to hear his thoughts on the global economy, monetary policy, and the markets.
PORTFOLIO SHIELD™
Portfolio Shield™ is a long equity macro strategy that is based on the monetary system and the credit cycles.
It is a formula-based long-only equity strategy that has a unique hedging mechanism to reduce the downside risk of the strategy when markets get volatile, or worse, during Bear markets.
The strategy is designed to allocate itself to the S&P 500® and the Nasdaq-100. When the equity markets slow down or start to correct, the portfolio reduces its equity exposure by adding a long-term U.S. Treasury fund to the allocation.
MEDIA & PUBLICATIONS
His insightful advice has been featured in print and on local radio and television.
He has appeared as a guest on Real Vision.